HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$63.9M
3
+$32.6M
4
DXUV
Dimensional US Vector Equity ETF
DXUV
+$26.3M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$19.8M

Top Sells

1
+$3.02M
2
+$2.62M
3
+$1.64M
4
VTV icon
Vanguard Value ETF
VTV
+$899K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$698K

Sector Composition

1 Technology 7.66%
2 Financials 2.39%
3 Healthcare 2.25%
4 Consumer Discretionary 1.53%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$14K ﹤0.01%
187
+57
702
$14K ﹤0.01%
100
-9
703
$14K ﹤0.01%
580
704
$14K ﹤0.01%
85
705
$14K ﹤0.01%
443
+13
706
$14K ﹤0.01%
71
+11
707
$13K ﹤0.01%
207
+33
708
$13K ﹤0.01%
154
+39
709
$13K ﹤0.01%
73
+1
710
$13K ﹤0.01%
368
+51
711
$13K ﹤0.01%
148
+3
712
$13K ﹤0.01%
124
+62
713
$13K ﹤0.01%
322
-63
714
$13K ﹤0.01%
342
715
$13K ﹤0.01%
138
+34
716
$13K ﹤0.01%
170
+8
717
$13K ﹤0.01%
143
+36
718
$13K ﹤0.01%
147
+69
719
$13K ﹤0.01%
740
-13
720
$13K ﹤0.01%
332
+132
721
$13K ﹤0.01%
129
+45
722
$13K ﹤0.01%
131
+11
723
$13K ﹤0.01%
183
+21
724
$13K ﹤0.01%
56
+9
725
$13K ﹤0.01%
221
+15
27 28
29
30 31